월트 디즈니 컴퍼니
MX ˙ BMV ˙ BE0974349814
SecurityMX:DIS / The Walt Disney Company
InstitutionAries Wealth Management
Latest Disclosed Ownership7,314 shares
Latest Disclosed Value $ 704,923
Aries Wealth Management reports 12.03% decrease in ownership of DIS / The Walt Disney Company

On May 14, 2026 - Aries Wealth Management filed a 13F-HR form disclosing ownership of 7,314 shares of The Walt Disney Company (MX:DIS) valued at $704,923 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 8,314 shares of The Walt Disney Company. This represents a change in shares of -12.03% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F DISNEY WALT COM 254687106 7,314 -1,000 -12.03 705 -25.50 0.1550
2026-01-30 2025-12-31 13F DISNEY WALT COM 254687106 8,314 1,000 13.67 946 12.90 0.2094
2025-11-10 2025-09-30 13F DISNEY WALT COM 254687106 7,314 0 0.00 837 -7.72 0.1981
2025-07-28 2025-06-30 13F DISNEY WALT COM 254687106 7,314 -230 -3.05 907 21.91 0.2370
2025-04-17 2025-03-31 13F DISNEY WALT COM 254687106 7,544 -293 -3.74 745 -14.68 0.2022
2025-01-30 2024-12-31 13F DISNEY WALT COM 254687106 7,837 -57 -0.72 873 14.89 0.2403
2024-10-31 2024-09-30 13F DISNEY WALT COM 254687106 7,894 -331 -4.02 759 -6.99 0.2087
2024-07-25 2024-06-30 13F DISNEY WALT COM 254687106 8,225 -426 -4.92 817 -22.87 0.2573
2024-05-03 2024-03-31 13F DISNEY WALT COM 254687106 8,651 -45 -0.52 1,059 34.78 0.3411
2024-01-10 2023-12-31 13F DISNEY WALT COM 254687106 8,696 2,465 39.56 785 47.00 0.2800
2023-10-19 2023-09-30 13F DISNEY WALT COM 254687106 6,231 -4,091 -39.63 534 -42.02 0.2090
2023-07-14 2023-06-30 13F DISNEY WALT COM 254687106 10,322 -868 -7.76 922 -17.77 0.3573
2023-04-11 2023-03-31 13F DISNEY WALT COM 254687106 11,190 294 2.70 1,120 18.39 0.4595
2023-01-19 2022-12-31 13F DISNEY WALT COM 254687106 10,896 210 1.97 947 -16.87 0.4080
2022-11-02 2022-09-30 13F DISNEY WALT COM 254687106 10,686 136 1.29 1,138 14.26 0.5037
2022-07-27 2022-06-30 13F DISNEY WALT COM 254687106 10,550 10,550 996 0.4522
2022-04-23 2022-03-31 13F DISNEY WALT COM 254687106 0 -9,472 -100.00 0 -100.00
2022-06-06 2021-12-31 13F/A-1 DISNEY WALT COM 254687106 9,472 691 7.87 1,467 -1.21 0.5590
2022-01-18 2021-12-31 13F DISNEY WALT COM 254687106 66,304 57,523 10,270 0.5620
2021-10-13 2021-09-30 13F DISNEY WALT COM 254687106 8,781 160 1.86 1,485 -1.98 0.6282
2021-07-14 2021-06-30 13F DISNEY WALT COM 254687106 8,621 65 0.76 1,515 -5.55 0.6480
2021-04-20 2021-03-31 13F DISNEY WALT COM 254687106 8,556 630 7.95 1,604 13.28 0.7205
2021-01-22 2020-12-31 13F DISNEY WALT COM 254687106 7,926 -300 -3.65 1,416 38.69 0.7074
2020-10-14 2020-09-30 13F DISNEY WALT COM DISNEY 254687106 8,226 375 4.78 1,021 16.69 0.5795
2020-07-09 2020-06-30 13F DISNEY WALT COM DISNEY 254687106 7,851 112 1.45 875 16.67 0.5341
2020-04-09 2020-03-31 13F DISNEY WALT COM DISNEY 254687106 7,739 840 12.18 750 -25.37 0.5718
2020-01-13 2019-12-31 13F DISNEY WALT COM DISNEY 254687106 6,899 0 0.00 1,005 12.04 0.6135
2019-10-22 2019-09-30 13F DISNEY WALT COM DISNEY 254687106 6,899 -22 -0.32 897 -9.03 0.5966
2019-07-15 2019-06-30 13F DISNEY WALT COM DISNEY 254687106 6,921 1,604 30.17 986 67.12 0.6893
2019-04-09 2019-03-31 13F DISNEY WALT COM DISNEY 254687106 5,317 2,994 128.89 590 131.37 0.4411
2019-01-15 2018-12-31 13F DISNEY WALT COM DISNEY 254687106 2,323 297 14.66 255 7.59 0.2704
2018-11-14 2018-09-30 13F DISNEY WALT COM DISNEY 254687106 2,026 0 0.00 237 3.04 0.2128
2018-08-07 2018-06-30 13F DISNEY WALT COM DISNEY 254687106 2,026 0 0.00 230 12.20 0.2126
2018-04-17 2018-03-31 13F DISNEY WALT COM DISNEY 254687106 2,026 2,026 205 0.1986
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.